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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,112 | $199,109-37.2% | $173,730-28.0% | $154,746-19.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.75% | 20.02%+1.7pp | 19.96%+1.8pp | 172.34%-150.6pp |
| Employer contribution / active EE | $12,033 | $5,311+126.6% | $4,577+162.9% | $4,379+174.8% |
| Participant deferral / active EE | $12,578 | $7,113+76.8% | $6,326+98.8% | $6,730+86.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |